ESOP Trustee & Fiduciary Services
Located in Central PA. Serving Clients Nationwide.
We are a national ESOP Expert with small town customer service.
Whether you have a 100% family-owned business or you have multiple founders, we can help you understand the ins and outs of creating your ESOP.
SALE TO THIRD PARTY
As a trustee, we will review all the transaction details and valuation, conduct participant education, and pass through voting.
If you have an ESOP and want to diversify, restructure, or convert to a corporation, we can help you through the entire process.
SALE OF PROPERTY
We can serve an independent trustee and fiduciary to the ESOP involving the proposed real estate sale to the business.